

#429: Is The Inflation Problem Really Solved? with Luke Gromen
10 snips Jun 28, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Introduction
00:00 • 4min
How to Be a Successful Bitcoiner
04:05 • 2min
The UK's Inflation Crisis
06:33 • 4min
The US Is in a Precarious Situation
11:02 • 5min
The Overlay to the Credit Crunch
15:54 • 2min
The US and the West's Gambit in Dealing With Russia
18:13 • 4min
Saudi Arabia's Attempt to Be the Adult in the Room
22:37 • 3min
The Fed's Options in the Banking Crisis
25:51 • 6min
The Debt Ceiling Debate and the Fiscal Problems
31:34 • 2min
The Fed's Reverse Course on Inflation
33:10 • 2min
The Fed Shows Their Hand on Interest Rate Hikes
35:19 • 5min
The Politics of Distraction
40:17 • 3min
The Importance of Education in the Deindustrialization of America
43:02 • 3min
The Commons Problem
45:55 • 5min
The Choice to Let the Bond Market Fail
50:41 • 2min
The Paradox of Bitcoin
52:26 • 2min
The Frustration of the Uni Party System
54:56 • 2min
The Importance of Positioning for Negative Real Rate Growth
57:06 • 2min
The Importance of Bitcoin ETFs
59:16 • 2min
The Most Mispriced Narrative on the Street Today
01:01:24 • 5min
The 40 Year Bond Bull Market
01:06:15 • 2min
The Multipolar Theme Growing
01:07:54 • 3min
The Game Theory of Bitcoin
01:10:39 • 3min
The Importance of Confidence
01:14:01 • 2min